Mar 27, 2014 by Varun Chandan1 Reason to Avoid Chesapeake Energy Corporation's Spinoff There is a strong reason for Chesapeake investors to avoid the oilfield services unit that is being spun off into a standalone company.
Mar 26, 2014 by Varun ChandanChina Might Not Spoil the Party for Aluminum Producers With China cutting output, the outlook for aluminum producers has improved even more.
Mar 25, 2014 by Varun ChandanRoy Hill Project Will Add to Iron Ore Supply Glut Australia's Roy Hill project will add to the iron ore supply glut and push down prices even more.
Mar 22, 2014 by Varun ChandanWhy You Should Think Twice Before Investing in Rare EarthsThe outlook for rare earths in the near-term is cautious, and there are other reasons to stay away from the industry.
Mar 22, 2014 by Varun ChandanU.S. Coal Exports Could Get a Boost From the EU U.S. exports could get a boost if the European Union decides to reduce its dependence on Russian gas.
Mar 20, 2014 by Varun ChandanFundamentals Getting Better for Gold Miners With India easing some curbs on gold imports, the fundamentals are getting better for gold miners.
Mar 19, 2014 by Varun ChandanReleasing Strategic Oil Reserves to Hurt Russia Is a Bad Idea By releasing oil from its strategic reserves, the U.S. could end up hurting Western oil majors more than Russia.
Mar 19, 2014 by Varun ChandanNucor Corporation’s Guidance Highlights the Major Concern for Steel Companies Nucor's weak first-quarter guidance highlights the fact that a surge in imports is a major worry for U.S. steelmakers.
Mar 18, 2014 by Varun ChandanDon't Count out North American Potash ProducersNorth American potash producers are worth considering in the wake of recent market developments.
Mar 18, 2014 by Varun ChandanBP Plc Is Getting Back on Track Following an agreement with the EPA, BP Plc will be able to bid for new leases in the Gulf of Mexico.
Mar 17, 2014 by Varun ChandanAre Chevron Corporation’s Oil Price Projections off the Mark?Why Chevron's oil price projection of $110 a barrel is far too bullish.
Mar 14, 2014 by Varun ChandanWill the Bull Run Continue?Fundamental factors such as earnings growth and an improving economy will drive gains in the S&P 500 going forward.
Mar 14, 2014 by Varun ChandanWeak Demand, Supply Glut Mar Outlook for Copper Weak demand and an expected supply glut will keep copper prices under pressure for the foreseeable future.
Mar 13, 2014 by Varun ChandanAre BHP Billiton and Rio Tinto Right to Play Down the Iron Ore Slump?BHP Billiton and Rio Tinto might be prematurely playing down the recent slump in iron ore prices.
Mar 12, 2014 by Varun ChandanBP Plc Looks to Play U.S. Shale Boom Differently By separating the U.S. shale business, BP is giving itself the best chance to succeed in U.S. shale.
Mar 11, 2014 by Varun ChandanA Bear Market for Iron Ore Is Bad News for These MinersWith iron ore prices continuing to slump, miners could see a significant reduction in their cash flows
Mar 9, 2014 by Varun ChandanThere Is 1 Clear Loser Between Russia and UkraineThe conflict in Ukraine will hurt Gazprom in both the near and long term.
Mar 5, 2014 by Varun ChandanOutlook Improving for Gold and MinersGold mining companies are worth a look in the wake of some recent developments.
Mar 1, 2014 by Varun ChandanPerfect Time to Press the Case for LNG ExportsThe crisis in Ukraine has given an excellent opportunity to proponents of U.S. natural gas exports to press their case.
Feb 27, 2014 by Varun ChandanWhy Petrobras Will Continue to Struggle Petrobras will continue to struggle if it is forced to sell imported fuel at below market price.